Financial Select Sector SPDR shares owned by Brightwater Advisory
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Brightwater Advisory
from 13F filings
Historical chart of Brightwater Advisory investment in Financial Select Sector SPDR
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All positions including Financial Select Sector SPDR held by Brightwater Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Financial Select Sector SPDR by Brightwater Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $650k | 12k | 54.77 |
| 2025-09-30 | $641k | 12k | 53.87 |
| 2025-06-30 | $625k | 12k | 52.37 |
| 2025-03-31 | $599k | 12k | 49.81 |
| 2024-12-31 | $633k | 13k | 48.33 |
| 2024-09-30 | $691k | 15k | 45.32 |
| 2024-06-30 | $678k | 17k | 41.11 |
| 2024-03-31 | $832k | 20k | 42.12 |
| 2023-12-31 | $764k | 20k | 37.60 |